+75.3%
NSC vs NVDX
+357.5%
-282.2%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.0% | +2.4% | -1.5% |
| 7D | +2.5% | -24.7% | +27.2% | +3.2% |
| 30D | +1.7% | -48.2% | +49.9% | +3.3% |
| 3M | -2.6% | -51.9% | +49.3% | -1.0% |
| 6M | +6.4% | -55.6% | +62.1% | +8.2% |
| YTD | +15.5% | -41.5% | +57.0% | +16.0% |
| 1Y | +17.6% | -44.0% | +61.6% | +18.2% |
| 3Y | +75.0% | +262.2% | -187.2% | +64.2% |
| All | +75.3% | +357.5% | -282.2% | +58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded NVDX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling